Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Matthew Short is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with affiliated companies including United Financial Services and the Transamerica Agency Network, focusing on life insurance and conservative investment solutions. Prior to joining Transamerica, he was with American United Life Insurance Co for a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Logan Reno is a CFP® with five years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.

Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

John Bradley is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 65 designation and previously operated 59YEAH LLC for eight years. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers and provides various portfolio management and consulting services.

Susan Frigerio is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Benjamin F. Edwards since 2014. Based in St. Louis, MO, she works within a firm that serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm offers a range of advisory programs and consulting services, utilizing a combination of firm-developed and third-party model strategies with ongoing oversight and monitoring.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &PARTNERS in Saint Louis, MO. He has worked at Wells Fargo Clearing Services LLC for nine years and previously spent two years at Commerce Bank. &PARTNERS serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services through dual registration, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Ryan Price is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Modern Wealth Solutions, Eagle Strategies (NY Life), and Ferguson Financial Group LLC. Outside of his advisory role, Price owns and operates a life insurance brokerage, Continuity Planning Group, where he provides comprehensive financial planning including insurance and investment products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily on a non-discretionary basis. The firm’s approach includes asset allocation, diversification, and fundamental and technical analysis, with an emphasis on client-directed implementation and oversight.

Brannon Champagne is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. Prior to joining Moneta, he worked at Executive Partners, LLC and PricewaterhouseCoopers, LLP. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Sean Ridley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Morgan Stanley, U.S. Bancorp Investments, and GainSight. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

Daniel Hartmann is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Thrivent Financial, CliftonLarsonAllen Wealth Advisors, and TD Ameritrade. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers and alternative strategies.

Christopher Hooker is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, Hooker serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a combination of proprietary models and third-party managers, operating both as a broker-dealer and registered investment advisor with a variety of fee structures and service offerings.

Peter Racen is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Northwestern Mutual in various roles from 1999 to 2022. Outside of his advisory work, he serves on the finance committee of River City Church and is CEO of Crescendo Advisory, LLC, a firm specializing in training and mentoring wealth management advisors on exit planning and executive compensation. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses partner-led teams supported by a centralized investment department and provides diversified, multi-asset investment strategies alongside unique institutional and niche client services.

David Kaslow is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He spent 21 years at Oppenheimer prior to joining his current firm. Kaslow is a member of the investment committee at John Burroughs School, where he oversees the school’s endowment. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a range of investment strategies and utilizing proprietary and third-party management solutions.

William Akins is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors, LLC since 2016, serving in the firm’s St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm uses a Partner-led Team model supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and tailored financial plans.

Michael Follis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.